Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WKRCF (Wacker Neuson SE) | 11.37% | -8.10% | 2.90% | -0.17% | 7.17% | 5.04% | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/09/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WKRCF (Wacker Neuson SE) | 09/09/2008 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -8.10 | 2.90 | -0.17 | 7.17 | 5.04 | NA | … | … | 11.37 | 36.09 | -24.31 | 90.86 | -55.28 | 66.56 | 1.47 | -11.13 | -38.00 | 132.31 | 15.18 | -29.38 | 47.85 | 15.42 | 6.51 | -16.00 | 29.87 | 36.24 | -10.16 |
| Sharpe Ratio | NA | -0.26 | -0.01 | -0.07 | 0.16 | NA | NA | … | … | 0.48 | 0.90 | -0.94 | 1.88 | -1.37 | 1.96 | 0.03 | -0.31 | -0.80 | 4.31 | 0.55 | -0.87 | 1.55 | 0.85 | 0.15 | -0.34 | 0.92 | 0.52 | -0.40 |
| Standard Deviation(%) | NA | 42.14 | 34.64 | 40.29 | 40.07 | NA | NA | … | … | 57.38 | 37.09 | 29.78 | 46.93 | 41.55 | 33.96 | 41.74 | 40.94 | 49.67 | 30.69 | 27.12 | 33.98 | 30.79 | 18.17 | 42.19 | 47.80 | 32.50 | 69.05 | 73.20 |
| Draw Down(%) | NA | 25.90 | 35.24 | 61.38 | 69.45 | NA | NA | … | … | 22.45 | 25.90 | 31.80 | 5.04 | 55.28 | 15.22 | 36.96 | 32.23 | 45.47 | 14.82 | 17.01 | 49.26 | 21.75 | 8.91 | 27.38 | 36.59 | 11.92 | 29.71 | 37.37 |
| Yield(%) | 0.00 | 5.20 | 4.45 | 3.59 | 5.12 | 4.02 | 6.02 | … | … | 6.31 | 4.08 | 5.27 | 8.31 | 3.18 | 3.43 | 0.00 | 5.61 | 1.96 | 3.48 | 3.94 | 2.63 | 3.84 | 2.98 | 4.99 | 1.60 | 0.00 | 2.97 | 0.00 |
Data as of 06/03/2026, Common starting date is 09/09/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WKRCF (Wacker Neuson SE) |
-18.73%
Apr 2017 – Apr 2020 |
-16.07%
Dec 2017 – Dec 2022 |
-0.42%
Aug 2014 – Aug 2024 |
3.81%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WKRCF (Wacker Neuson SE) |
41.41%
Nov 2008 – Nov 2011 |
27.83%
Feb 2013 – Feb 2018 |
16.53%
Feb 2009 – Feb 2019 |
12.40%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart